Overview

The Cases toolkit records and tracks customer concerns from intake through resolution

The Cases toolkit is where your organization records and tracks customer concerns. Each case captures the issue, the contact involved, related documents, a comment thread, and the workflow that drives it to resolution.

Use the pages in this section to:

• Create a new case — see Creating Cases.

• Find, view history on, or update an existing case — see Editing Cases.

• Attach documents to a case — see Case Documents.

• Add or edit comments on a case — see Case Comments.